Close is where you sell. ioumi takes over the moment your prospect says yes on the sales call: contract, e-signature, payment and invoice run automatically, and Close stays up to date.
With ioumi and Close, you get:
- Contracts right from the opportunity: click “ioumi Deal”, pick a contract template, and ioumi pre-fills your customer from Close, including custom fields.
- Sent in seconds: send the contract as it is, or adjust services, prices and payment plans first.
- E-signature and payment method in one step: your client chooses their preferred payment plan, signs with an eIDAS e-signature and adds a payment method.
- Automatic payments and invoices: one-time payments, subscriptions, installments or a mix of all three, collected on different schedules and triggers, with every invoice created automatically.
- Close always up to date: the opportunity moves to the status you set for each pipeline, such as Won, with the contract value and a link to the contract in ioumi.
- Built for Europe: GDPR compliant, EU hosting, VAT and reverse charge.
No retyping, no chasing payments, no updating Close by hand. Your sales data stays up to date in Close, your financial data lives in ioumi, and both are linked to each other. Included in every ioumi plan.
